This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
interests in managed investment schemes limited to:
own and related bodies corporate managed investment schemes only; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only; and
arranging for another person to issue, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
related bodies corporate managed investment schemes only; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Club Wyndham South Pacific" scheme (ARSN: 092 334 015),
a time-sharing scheme; and
Innovative Holiday Club" scheme (ARSN: 646 628 355),
a time-sharing scheme;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aakash Khatri | 2015 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Abeshek Manohar | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Adrian Bossley | 2013 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Adrian Harold Gutteridge | 2016 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Ahmed Syed | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Allie Milligan | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Amanda Roe | 2012 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Amber Elizabeth Jayde Storer | 2020 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Amber Padlie | 2021 | RG146 Foundations & Investments - Monarch Institution |
| Angela Ruth Frazer | 2016 | Timeshare & Holiday Ownership Education Program - One Step Further ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Ankit Arya | 2016 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Anne Warwick | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Anthony Zhang | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Antoni Michael Berardone | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Ashish Vatsa | 2007 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Ashleigh Eastgate | 2014 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ashley Elizabeth Meuller | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ayessa Kaila San Juan Reyes | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Bastien DE Matos | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Brent Alan Voss | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Brett Andrew Cope | 2015 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Candice Belinda Mcenroe | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Carl Garwood | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Caron Boucher | 2007 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and Holiday Ownership Education Program - One Step Further ~ RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Catherine Sao Dakowah | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Chirag Rameshbhai Sanghvi Aka Parmar | 2019 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Christian Bernard Galang Sese | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Christina Roberts | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Christopher Ostrenski | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Cielo Amour Villanueva | 2022 | RG146 Foundations & Investments - Monarch Institute |
| College Junior Hakaoro | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Dana Kim | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Daniel Marc Sciascia | 2020 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Darren Rodney Thomas | 2021 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| David Mighell Williams | 2015 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ednalyn Caalim Armour | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ehren Kevin Wyatt | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ehsan Sanei | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Eleazar Tapia Naguit | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Elijah Bula | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Farahwaty Singh | 2017 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Felipe Lopez Pintos | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Frederick Becker | 2007 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Gary Bimrose | 2003 | RG146 Timeshare and holiday ownership education program - one step further |
| Glenn James Bolton | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Harrison Crooks | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Hila Skorokhodov | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Himanshu Chadha | 2020 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Ingrid Diane Simon | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jack Isaac Eckel | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
| Jacob Robert Dawson | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Jacqueline Adcock | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Janine Mccrystal | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Janine Mcleod | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Janry Loresco | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jaskaran Singh Ahluwalia | 2016 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare and holiday ownership education program - One step Further |
| Jason Bavister | 2008 | RG146 Timeshare and holiday ownership education program - one step further |
| Jasper Lyndon Sam Visser-marchant | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jatinder Singh | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
| Jaycee Calilung Miranda | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jelly Rose Gutierrez | 2022 | RG146 Foundations & Investments - Monarch Insitute |
| Jenise Castel | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jess Dornan | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
| Jess Henry | 2013 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Jhennelyn Jacinto Boey | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jillian Gamble | 2009 | RG146 Timeshare and holiday ownership education program - one step further |
| Joana Brando Quilho | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Joanne Wade | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jobee Dela Cruz | 2020 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Joel Ashley Stevenson | 2016 | Timeshare & Holiday Ownership Education Program - one Step Furtehr |
| John David Moral | 2022 | RG146 Foundations & Investments - Monarch Institute |
| John Taylo | 2019 | Timeshare & Holiday Ownership Education Program - One Step Further |
| John Warda | 2017 | Bachelor of Economics - Western Sydney University ~ Diploma of Financial Planning - Monarch Institute |
| Josefa Rabici Savua | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Julia Jellick | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Junikko Catap | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Jyoti Rebello | 2013 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Kaleb Craig Mustow | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Karanveer Singh | 2012 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and holiday ownership education program - one step further |
| Karen Camalate Pineda | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Katherine Cuellar | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Kevin LI | 2014 | RG146 Timeshare and holiday ownership education program - one step further |
| Khon Ngo | 2009 | RG146 Timeshare and holiday ownership education program - One step further |
| Kim Ashley Jansen | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Kristian Daniel Jose | 2022 | RG146 Foundation & Investments - Monarch Institute |
| Kristoffer Bryan Pineda | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Kumar Sumit | 2016 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Kyla Marie Sabado Diaz | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Lachlan Wiltshire | 2008 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and Holiday Ownership Program - One Step Further |
| Lawrence MA | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Lea Weiss | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Leanne Mensink | 2004 | Timeshare & Holiday Ownership Education Program - One Step Futher |
| Lilly Cunan | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Lucy MA | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Luke Connor Shuttleworth Hogan | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Luke Immanuel Moses Seb Harvey | 2015 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Luke Smith | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Marc Coulter | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Marc Tyler | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Marcelo Campana Ribeiro Sanchez | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Mark Korenic | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Mark Wells | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
| Mary Anne Jordan | 2012 | RG146 Timeshare and holiday ownership education program - one step further |
| Marylyn GO | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Marylyn Guevarra GO | 2020 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Meetali Jain | 2016 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Melanie Renee Forster | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Melisa Kay | 2007 | RG146 Timeshare and holiday ownership education program - one step further |
| Melissa Chester | 2006 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Michael Bell | 2004 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Michael Francis Mccormick | 2015 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Michael Whitfield | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Michelle Hedger | 2013 | RG146 Timeshare and holiday ownership education program - one step further |
| Mitchell Dean Cosgrove | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Mitchell Kevin Tudor | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Nakita Ruth Cara Fernandes | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Natalie Ann Kotnik | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Nathan Ruprecht | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Neha Lal | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Nicholas Amanatidis | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Nicholas Loncraine | 2009 | RG146 Timeshare and holiday ownership education program - one step further |
| Nikki Louise Kickbush | 2003 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One step further |
| Ozmen Serbetcioglu | 2012 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and holiday ownership education program - one step futher |
| Patricia Lowe | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Paula Renee Tompkin | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Peter Jathana | 2013 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Pranay Mishra | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Prateek Khatri | 2010 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Preet Aman Kaur | 2016 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Priscilla Maruariki | 2013 | RG146 Timeshare and holiday ownership education program - one step further |
| RA Hickey | 2022 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Foundations & Investments - Monarch Institute |
| Rafael Modolell Carrasquero | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Rajan Walia | 2022 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Rajiv Seth | 2014 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and Holiday Ownership Education Program - One Step Further |
| Ramon Angeles | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Rebecca Anne Tanti | 2021 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Reinel Pabalan | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Rhaon Rodrigues | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Richmond Patungan Hernandez | 2018 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Rishab Chopra | 2014 | RG146 Timeshare and holiday ownership education program - one step further |
| Robert Warr | 2021 | RG146 Foundations & Investments - Monarch Insititute |
| Roberto Cabrera Iii | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Rupinder Singh | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Ryan Bestic | 2006 | RG146 Timeshare and holiday ownership education program - one step further |
| Ryan Princehorn | 2013 | RG146 Timeshare and holiday ownership education program - one step further |
| Sahil Chopra | 2019 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Sahil Luthra | 2022 | RG146 Foundations & Investments - Monarch Insitute |
| Sally Black | 2014 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Sameer Sayal | 2004 | RG146 Timeshare and holiday ownership education program - one step further |
| Shirof Khan | 2017 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Sreevalli Korlapati | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Stephanie Guttersberger | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Stephanie Sarah Cochrane | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Steven Heness | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Stuart Harvey | 2021 | RG146 Foundations & Investments - Monarch Institute |
| Suzanna Natasha Chopra | 2015 | RG146 Foundations & Investments - Monarch Institute ~ Timeshare & Holiday Ownership Education Program - One Step Further |
| Thomas Blair Hunter | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Tikosaya Bulaenaloloma | 2006 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Toia Temperton Royal | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Torika Masiniika | 2012 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Tullika Deswal | 2008 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Tumanako Moetaua | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Tyson Spokes | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Venjun Malazarte | 2019 | Timeshare & Holiday Ownership Education Program - One Step Further |
| Vika Veiqaravi | 2012 | RG146 Timeshare and holiday ownership education program - One Step Further |
| Willie Su'a Latu | 2003 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and Holiday Ownership Education Program - One Step Further ~ Timeshare Education Program - Griffith University |
| Yan Shuangshuang | 2022 | RG146 Foundations & Investments - Monarch Institute |
| Zahee Girjes | 2013 | RG146 Foundations & Investments - Monarch Institute ~ RG146 Timeshare and holiday ownership education program - One Step Further |